Donna LeeCRD Number: 5469868
Current Firm: Strategic Advisers, Inc.
Donna Lee (CRD# 5469868) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dublin, CA and has over 9 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Fidelity Investments||Dublin, CA||Oct 2016 - Current||1|
|Bank Of America, N.a.||Redwood, CA||Jan 2013 - Sep 2016||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Redwood, CA||Nov 2012 - Jan 2013||< 1|
|Unemployed||Fremont, CA||Jun 2011 - Nov 2012||1|
|Morgan Stanley Smith Barney||San Mateo, CA||Jun 2009 - Jun 2011||2|
|Citigroup Global Markets, Inc.||San Mateo, CA||Apr 2009 - Jun 2009||< 1|
|Unemployed||Fremont, CA||Feb 2009 - Apr 2009||< 1|
|Merrill Lynch||Menlo Park, CA||Aug 2008 - Feb 2009||< 1|
|Primerica Financial Services||San Jose, CA||Aug 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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